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How to integrate Azure DevOps with Sally AI

Connect Sally AI with Azure DevOps to turn what came out of a meeting into real work, right on your project boards. With the Sally Azure DevOps integration you create work items or add comments to existing ones in one click, so nothing gets typed twice and your board stays current.

Quick navigation

  1. How to connect Azure DevOps with Sally AI
  2. How to send insights to Azure DevOps
  3. Required OAuth scopes

1. How do I connect Azure DevOps with Sally AI?

Follow these steps to enable the Sally Azure DevOps integration.

  1. Open Settings from the bottom-left corner of the sidebar.
Sally interface with Settings highlighted in the bottom-left corner of the sidebar
Figure 1: Open Settings
  1. Under Configuration, select Integrations. If no integration is connected yet, click Discover integrations, otherwise click Add integration in the top right corner.
Integrations page with the Discover integrations button highlighted
Figure 2: Open the list of integrations
  1. In the Add integration panel, pick the Project management category on the left and then Azure DevOps.
Add integration panel with the Project management category and Azure DevOps highlighted
Figure 3: Select Azure DevOps
  1. In the Connect Azure DevOps dialog, enter your organization's address and click Connect. Sally then redirects you to the login.
Connect Azure DevOps dialog with the field for the organization address
Figure 4: Enter the address and connect
Only your organization's base URL

Enter only your organization's base URL in the dialog, without a project, repository, or path.

Example

  • Full URL to a pull request: https://dev.azure.com/fabrikam/ProjectX/_git/WebPortal/pullrequest/860
  • What to enter in Sally: https://dev.azure.com/fabrikam

If your URL looks like https://dev.azure.com/<org>/<project>/..., the https://dev.azure.com/<org> part is enough.

  1. After the login, Azure DevOps appears in the list under the Project management category. Disconnect in the top right corner ends the connection whenever you need to.

1.1. Which actions may Sally use?

A connected integration has two tabs, Overview and Actions. The Actions tab defines what Sally offers through this integration, in the Sally chat and after the meeting.

Actions tab of the Azure DevOps integration with the toggles for the primary actions
Figure 5: Enable the actions of the integration individually

Primary actions are what Sally actively writes into Azure DevOps, meaning listing, creating, updating, and commenting on work items. Each action explains what it does in the line below it.

Use the toggle on the right to take out a single action that Sally should not use for this organization account.

Not every action shows up in the selection at the meeting. Sally uses some of them itself, in the chat or as part of another action. Leave them switched on so the integration works in full, and switch off only what Sally really should not do in this organization account.

Below that sit the helper functions, the read and search functions that support the primary actions, for example finding a project or a recipient. They stay locked as long as an active action needs them.


2. How do I send meeting insights to Azure DevOps?

Once Azure DevOps is connected, you can send meeting insights from Sally to Azure DevOps with a single click, so they land in the right project.

You can:

2.1. Create a work item in Azure DevOps

Turn a Sally insight into an Azure DevOps work item.

  1. Open the meeting in Sally.
  2. In the summary, hover over a block or over a single entry and click the plug icon. In the list, choose Create work item in Azure DevOps under Azure DevOps.
Meeting summary with the plug icon and the list of integrations, including Azure DevOps
Figure 6: Pick the Azure DevOps action through the plug icon
  1. Fill in the dialog. Project, Work item type, and Title are required, and the title already comes prefilled from Sally. Assigned to, Area, and Iteration are optional. The description also comes from the summary and can be edited in the editor.
Create work item in Azure DevOps dialog with project, work item type, title, and description
Figure 7: Check the fields and create the work item
  1. Click Create work item to send it to Azure DevOps.

2.2. Add a comment to an Azure DevOps item

Add meeting context to an existing work item, which is handy for updates, extra information, or decisions.

  1. Open the meeting in Sally.
  2. Click the plug icon on the block or on the entry and choose Add comment to Azure DevOps item under Azure DevOps.
List of integrations with the Azure DevOps action for a comment
Figure 8: Pick the action for a comment
  1. In the dialog, pick the project and then the work item the comment belongs to. Both fields are required.
Add comment to Azure DevOps item dialog with the project, work item, and comment fields
Figure 9: Pick the project and work item, then check the comment
  1. The comment field holds the text from the summary. Adjust it in the editor if you like, then click Add a comment.

3. What OAuth scopes does the Azure DevOps integration require?

For the integration with Azure DevOps, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Disclaimer
  1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

  2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

  3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Technical overview of required scopes

ScopeTypeWhat Microsoft technically allows with this scopeHow Sally uses this scope
user_impersonationDelegatedAPI access in the context of the authenticated userPart of the Azure authentication model. Sally uses this scope solely for the technical execution of the integration within the authenticated user session.
vso.work_writeDelegatedAPI permission for work item objectsTechnically defined within the Azure DevOps OAuth model. Sally does not independently modify existing work items outside explicitly user-initiated actions.
vso.code_writeDelegatedAPI permission for repository resourcesPart of the Microsoft permission model. Sally does not modify source code or independently access repositories.
vso.project_writeDelegatedAPI permission for project configurationTechnically provided by Microsoft for integrations. Sally does not modify project configurations.
vso.wiki_writeDelegatedAPI permission for wiki resourcesPart of the OAuth model. Sally does not independently create or modify wiki content.
vso.taskgroups_writeDelegatedAPI permission for task group resourcesTechnically required within the integration permission structure. Sally does not independently manage task groups.
vso.memberentitlementmanagementDelegatedAccess to organization and license informationPart of Microsoft's API structure. Sally does not modify user or license configurations.
vso.profileDelegatedAccess to user profile informationSally reads basic profile information for authentication purposes. No profile data is modified.
emailDelegatedAccess to the user's email addressSally reads the email address to uniquely identify the connected account.
User.ReadDelegatedRead basic user informationPart of Microsoft Identity authentication.
profileDelegatedAccess to basic profile dataSally reads basic account information for identification purposes.
openidDelegatedOpenID Connect authenticationSecure authentication via Microsoft Identity.
offline_accessDelegatedIssuance of long-lived access tokensEnables a stable connection without repeated login. No Azure DevOps data is modified.